All-Weather Media

Latest

Japan’s nominal wages rose by 3% again, marking the longest continuous increase since 1992.

Japan’s nominal wages rose by 3% again, marking the longest continuous increase since 1992.

``` Japan’s macroeconomy is showing a pronounced structural split. Nominal wages have marked the longest streak of consecutive increases in thirty years, yet this has not effectively translated into consumption momentum. Weak domestic demand and the survival predicament of small and medium-sized enterprises (SMEs) are intertwined, sketching a complex picture

Wall Street analysts warn: The US stock market is forming a "double bubble," which could trigger a 30%-50% plunge if it bursts.

Wall Street analysts warn: The US stock market is forming a "double bubble," which could trigger a 30%-50% plunge if it bursts.

U.S. stocks have repeatedly hit new highs driven by the artificial intelligence boom, but Wall Street analysts are issuing rare warnings—the risks facing the current market go far beyond overvalued stock prices. In their latest report, Panmure Liberum analysts Joachim Klement and Francisca Reis point out that the

Ceasefire reversed in just three weeks? Iranian missiles attack merchant ships in the Strait of Hormuz

Ceasefire reversed in just three weeks? Iranian missiles attack merchant ships in the Strait of Hormuz

After a brief period of easing, the geopolitical situation between the US and Iran suddenly reversed sharply, as Iran resumed substantial military strikes on merchant ships in the Strait of Hormuz. On Tuesday, according to Xinhua News Agency, the US news site Axios quoted a US official on the 6th

The "hard luxury" test for Lao Pu Gold still circles back to the gold price.

The "hard luxury" test for Lao Pu Gold still circles back to the gold price.

``` After the reversal in gold prices, those who once sent Lao Pu Gold to the throne are now exiting the stage. In early July, Lao Pu Gold's stock price once fell to HK$342, a drawdown of more than 60% from the past year's high. The

This summer's global market focus: tech giant earnings reports, plummeting oil prices, Wall Street movements, and the fundamentals of the U.S. economy.

This summer's global market focus: tech giant earnings reports, plummeting oil prices, Wall Street movements, and the fundamentals of the U.S. economy.

The summer market is traditionally known for its lack of activity, but JPMorgan believes investors in 2026 may not enjoy such calm. According to Wind Trading Desk news, on July 6, Stephen Dulake, Co-Head of Global Fundamental Research at JPMorgan, issued a report, listing ten major market focus points, covering

Broad-based ETFs are receding, gold ETFs are taking the lead—the global ETF capital battle has just begun.

Broad-based ETFs are receding, gold ETFs are taking the lead—the global ETF capital battle has just begun.

``` The world of ETFs is undergoing a major undercurrent, with the most symbolic event perhaps being the "change of hands" for the largest ETF. According to the latest exchange data, as of July 3rd, the scale of Huaan Gold ETF has risen to over 90 billion yuan, surpassing

Bank of America responds to "Nvidia Kyber rack delays": The concerns are reasonable, but demand for PCB/CCL/substrates remains strong and sees the adjustment as a buying opportunity.

Bank of America responds to "Nvidia Kyber rack delays": The concerns are reasonable, but demand for PCB/CCL/substrates remains strong and sees the adjustment as a buying opportunity.

Before the market opened on July 6th, semiconductor industry research agency SemiAnalysis posted six consecutive tweets on the X platform, directly naming Nvidia Kyber NVL144 rack as facing a “major delay”, while Rubin Ultra was reduced from a four computing chip version to a two chip version, and the timeline